Martha J Maltby Tr 1167 in Cleveland, Ohio (OH)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Ohio
| Martha J Maltby Tr 1167 | |
| Employer Identification Number (EIN) | 316019471 |
| Name of Organization | Martha J Maltby Tr 1167 |
| In Care of Name | National City Bank Columbus |
| Address | PO BOX 94651, Cleveland, OH 44101-4651 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 09/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $33,826 |
| Amount of Income | $6,664 |
| Form 990 Revenue Amount | $1,369 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $1,369 | $1,369 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $664 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $705 | |||
| Total expenses and disbursements | $5,049 | $769 | $0 | $4,280 |
| Compensation of officers, directors, trustees, etc. | $1,538 | |||
| Total operating and administrative expenses | $3,056 | $769 | $2,287 | |
| Contributions, gifts, grants paid | $1,993 | |||
| Excess of revenue over expenses and disbursements | $-3,680 | |||
| Net investment income | $600 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $33,826 | $40,184 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $32,517 | |
| Other | $1,309 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $33,826 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $705 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $6 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $6 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $40,488 |
| Net value of noncharitable-use assets | $39,880 |
| Minimum investment return | $1,994 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,988 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,988 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Ohio | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Marriage Resource Center Of Miami Valley | 616 N Limestone St, Springfield, OH 45503-4175 | OH | 2005-01 | $1,020,826 |
| 2 | Mars Hill Ministries Inc, Mars Hill Academy | 4230 Aero Dr, Mason, OH 45040-8817 | OH | 1997-01 | $2,969,931 |
| 3 | Marsh Family Foundation | 1234 E Broad St, Columbus, OH 43205-1405 | OH | 1993-04 | $1,261,646 |
| 4 | Marshall L & Deborah L Berkman Fam Charitable Tr, Berkman Deborah L Ttee | 925 Euclid Ave Ste 2000, Cleveland, OH 44115-1407 | OH | 1996-12 | $1,703,847 |
| 5 | Marspf Foundation, Pejeau Richard A Ttee | 9637 Putnam Ct, Twinsburg, OH 44087-3219 | OH | 1998-05 | $64,854 |
| 6 | Martha And Marie Neag Family Foundation | 42 Mcclurg Rd, Youngstown, OH 44512-6700 | OH | 2000-08 | $1 |
| 7 | Martha Cochrane Mcconville Home For Aged Women | 408 N 5th St, Steubenville, OH 43952-2018 | OH | 1946-07 | $391,045 |
| 8 | Martha Holden Jennings Foundation | 20620 John Carroll Blvd Ste 215, Cleveland, OH 44118-4540 | OH | 1964-07 | $31,746,915 |
| 9 | Martha J & William A Apple Foundation | 6441 Bethany Village Dr, Centerville, OH 45459-3571 | OH | 1983-02 | $1,029 |
| 10 | Martha J Earp Educational Trust 14-38y116007 | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 2006-09 | $58,514 |
| 11 | Martha J Maltby Tr 1167 | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1970-12 | $6,664 |
| 12 | Martha Kidd Foundation Inc | PO BOX 25212, Cincinnati, OH 45225-0212 | OH | 2014-07 | $20,546 |
| 13 | Martha S Harrison High School Education Fund | PO BOX 170, Celina, OH 45822-0170 | OH | 1975-03 | $2,806 |
| 14 | Martha S Harrison Vocational Training Fund | PO BOX 170, Celina, OH 45822-0170 | OH | 1975-06 | $2,779 |
| 15 | Martha Taylor Somers Tr Uw 20-S014-009 | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 2015-02 | $27,972 |
| 16 | Martha Walker Garden Club | PO BOX 8281, Columbus, OH 43201-0281 | OH | 1981-10 | $55,956 |
| 17 | Martin Booher Scholarship Fund | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1988-12 | $2,612 |
| 18 | Martin Family Foundation, Martin William C Iii Ttee | PO BOX 622, Jackson, OH 45640-0622 | OH | 2000-07 | $1 |
| 19 | Martin Foundation | 950 Main Ave Ste 1100, Cleveland, OH 44113-7213 | OH | 1998-03 | $33,913 |
| 20 | Martin Luther King Breakfast Committee Inc | PO BOX 83134, Columbus, OH 43203-0134 | OH | 1988-03 | $179,746 |
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